Unclaimed
Victoria Chapman is a financial advisor with MML Investors Services, LLC. Victoria has been in the industry since 2011 and holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Victoria is registered in North Carolina. Before joining MML Investors Services, LLC, Victoria worked for Capitol Securities Management, Inc., W&S Brokerage Services, Inc., Coordinated Capital Securities, Inc., and Edward Jones. Victoria specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NC
04/24/2023 - Present
MML Investors Services, LLC (WILMINGTON NC)
NC
02/02/2021 - 04/11/2023
CAPITOL SECURITIES MANAGEMENT, INC. (Wilmington NC)
NC
02/07/2020 - 02/01/2021
W&S BROKERAGE SERVICES, INC. (Wilmington NC)
KS
01/06/2014 - 12/31/2014
COORDINATED CAPITAL SECURITIES, INC. (OVERLAND PARK KS)
KS
06/24/2011 - 12/01/2011
EDWARD JONES (OVERLAND PARK KS)
BC
Issued 02/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/24/2020
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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